SignUp Software's ExFlow is a comprehensive accounts payable (AP) automation solution seamlessly embedded within Microsoft Dynamics 365 Finance & Operations and Business Central.

Designed to streamline invoice processing and optimise financial operations, ExFlow simplifies the entire invoice lifecycle—from receipt to payment—by automating tasks such as data entry, approval workflows, and invoice matching. This integration enables organisations to achieve greater efficiency, accuracy, and cost savings in their AP processes.

Features:

• Native to D365 BC and F&O: Fully embedded within Dynamics 365, eliminating the need for third-party integrations and ensuring real-time data synchronization.

• Advanced Invoice Data Capture: Utilises Optical Character Recognition (OCR) technology to automatically extract and interpret invoice data, reducing manual entry and errors.

• Three-Way Matching: Automatically matches invoices against purchase orders and goods receipts to validate transactions and ensure accuracy.

• Dynamic Approval Workflows: Configurable workflows that route invoices based on predefined rules, with support for approvals via desktop, web, or mobile devices.

• Real-Time Dashboards & Analytics: Provides comprehensive insights into AP operations through dashboards and reports powered by Power BI.

• E-Invoicing Support: Facilitates electronic invoicing, ensuring compliance with global standards like Peppol and streamlining invoice exchanges.

Benefits:

• Enhanced Efficiency: Automates repetitive tasks, reducing manual intervention and accelerating invoice processing times.

• Cost Savings: Minimises errors and processing times, leading to significant cost reductions in AP operations.

• Improved Accuracy: Enhances the accuracy of AP processes, reducing the risk of errors and discrepancies.

• Scalability: Easily scales to accommodate growing business needs and increased invoice volumes.

• Compliance & Security: Ensures adherence to industry regulations and standards while maintaining high levels of data security.

• Real-Time Visibility: Offers immediate insights into AP processes, enabling better decision-making and financial management.

Use Cases:

• Multi-Entity Organisations: Businesses operating across multiple entities or regions can streamline their AP processes within a unified system, ensuring consistency and control.

• High-Volume Invoice Processing: Companies dealing with large volumes of invoices can automate data capture and approval workflows to handle transactions efficiently.

• Remote & Mobile Approvals: Organizations with distributed teams can leverage ExFlow's mobile-friendly interface to approve invoices anytime, anywhere, ensuring continuity in AP operations.